SYON CAPITAL LLC

CIK

1999353

Location

SAN FRANCISCO, CA

Portfolio Value

Mid $1,276,082,939

Diversification

Diversified

Filing Date

Global Rank

#1,546 / 8,622 ▲ 7 · as of Mar 2026

Top Industry

Internet Content & Information 10.1%

3Y Alpha vs SPY

-5.1%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.8%

SPY

+70.3%

Annualised alpha

-2.8%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

813 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

+0.9 pts

Top 5

21.5%

−0.6 pts

Top 10

31.7%

−2.1 pts

HHI

139

Diversified−10

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$335,891,835	130
Financial Services	13.0%	$165,833,501	134
Communication Services	12.9%	$164,413,559	32
Consumer Cyclical	10.9%	$138,666,374	89
Industrials	8.7%	$111,438,373	122
Healthcare	7.7%	$97,801,635	93
Unclassified	5.3%	$68,094,774	9
Energy	4.4%	$56,047,171	38
Consumer Defensive	4.1%	$52,722,553	39
Basic Materials	2.3%	$29,262,294	35
Utilities	2.3%	$28,855,598	44
Real Estate	2.1%	$27,055,272	48

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RBLX	Roblox Corp	+98,603	367,745	$20,799,657
GOOGL	Alphabet Inc.	+73,130	246,311	$70,829,191
WDS	Woodside Energy Group Ltd	+28,476	46,037	$1,099,363
GTM	ZoomInfo Technologies Inc.	+19,523	41,132	$245,969
ADT	ADT Inc.	+18,767	38,036	$249,896
RHI	Robert Half Inc.	+14,935	34,876	$885,850
RNG	RingCentral, Inc.	+14,488	24,725	$919,522
MFG	Mizuho Financial Group Inc	+14,180	109,647	$870,597
KHC	Kraft Heinz Co	+11,801	32,609	$733,376
CAG	Conagra Brands Inc.	+10,408	26,829	$421,751
NWSA	News Corp	+9,577	40,790	$1,016,894
GLD	Spdr Gold Trust	+8,947	35,050	$15,081,664
BRK-B	Berkshire Hathaway Inc	+8,744	32,592	$15,618,086
TAK	Takeda Pharmaceutical Co Ltd	+8,513	51,644	$956,446
MTCH	Match Group, Inc.	+6,898	27,639	$848,793
AMZN	Amazon Com Inc	+6,720	118,572	$24,694,990
DOCU	Docusign, Inc.	+6,626	206,514	$9,790,828
KEP	Korea Electric Power Corp	+6,497	18,723	$266,802
GRFS	Grifols SA	+6,117	53,040	$425,380
ASX	ASE Technology Holding Co., Ltd.	+6,004	19,227	$416,841
UMC	United Microelectronics Corp	+5,883	18,952	$170,188
BEN	Franklin Resources Inc	+5,622	19,688	$465,030
NFLX	Netflix Inc	+5,528	64,334	$6,185,714
BP	Bp PLC	+5,485	11,867	$557,749
CNXC	Concentrix Corp	+5,445	10,358	$283,394
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−182,042	45,560	$1,750,415
FBTC	Fidelity Wise Origin Bitcoin Fund	−41,620	4,671	$275,729
FIG	Figma, Inc.	−38,471	134,649	$2,846,479
IAU	Ishares Gold Trust	−37,664	259,921	$22,914,635
PCG	PG&E Corp	−28,312	27,702	$486,724
NMR	Nomura Holdings Inc	−20,282	74,667	$589,122
AMCR	Amcor plc	−19,952	5,322	$211,549
GRAB	Grab Holdings Ltd	−19,019	57,977	$212,195
AEG	Aegon Ltd.	−16,808	61,273	$444,841
KRC	Kilroy Realty Corp	−16,140	16,466	$464,505
CCL	Carnival Corp Ltd.	−14,894	25,571	$661,777
DBX	Dropbox, Inc.	−14,766	18,731	$425,568
AMH	American Homes 4 Rent	−14,047	8,661	$241,815
GEN	Gen Digital Inc.	−12,650	12,497	$235,318
TAP-A	Molson Coors Beverage Co	−12,409	6,037	$259,953
MTG	Mgic Investment Corp	−11,453	23,667	$621,258
G	Genpact LTD	−9,979	17,008	$633,548
PSO	Pearson PLC	−9,110	24,668	$323,890
ABT	Abbott Laboratories	−8,584	14,078	$1,445,388
SONY	Sony Group Corp	−8,091	34,367	$711,396
HPQ	Hp Inc	−7,977	12,643	$242,872
MDT	Medtronic plc	−7,916	9,410	$815,376
ESI	Element Solutions Inc	−7,789	30,565	$1,043,489
QCOM	Qualcomm Inc/De	−7,712	3,626	$466,956
KIM	Kimco Realty Corp	−7,059	9,939	$223,329
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HODL	VanEck Bitcoin ETF	728,768	$13,963,194
AZN	Astrazeneca PLC	11,958	$2,358,356
BURL	Burlington Stores, Inc.	1,713	$557,375
EQNR	Equinor ASA	12,342	$520,832
BXP	BXP, Inc.	9,765	$506,803
SUNB	Sunbelt Rentals Holdings, Inc.	6,504	$423,345
CUBE	CubeSmart	10,225	$374,746
RVTY	Revvity, Inc.	4,073	$356,835
CIEN	Ciena Corp	883	$342,807
DPZ	Dominos Pizza Inc	954	$342,285
TTD	Trade Desk, Inc.	14,617	$331,659
VEEV	Veeva Systems Inc	1,841	$323,390
HOG	Harley-Davidson, Inc.	15,676	$316,968
SKM	Sk Telecom Co Ltd	10,664	$312,348
SNDK	Sandisk Corp	448	$284,632
KB	KB Financial Group Inc.	2,845	$283,731
ATR	Aptargroup, Inc.	2,122	$267,414
LYB	LyondellBasell Industries N.V.	3,296	$265,525
MRNA	Moderna, Inc.	5,209	$264,617
LEA	Lear Corp	2,183	$264,317
DOW	Dow Inc.	6,312	$262,894
CPA	Copa Holdings, S.A.	2,285	$259,598
AKAM	Akamai Technologies Inc	2,259	$259,446
ARW	Arrow Electronics, Inc.	1,786	$256,130
ARES	Ares Management Corp	2,325	$253,657
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HDB	Hdfc Bank Ltd	16,173	$590,961
REYN	Reynolds Consumer Products Inc.	23,614	$541,232
FBIN	Fortune Brands Innovations, Inc.	10,390	$519,707
ESTC	Elastic N.V.	6,736	$508,163
AZTA	Azenta, Inc.	14,003	$465,739
TSCO	Tractor Supply Co /De/	9,051	$452,640
PNR	PENTAIR plc	4,272	$444,886
BFAM	Bright Horizons Family Solutions Inc.	4,042	$409,858
HUBS	Hubspot Inc	970	$389,261
W	Wayfair Inc.	3,841	$385,674
ICUI	Icu Medical Inc/De	2,673	$381,356
LW	Lamb Weston Holdings, Inc.	8,413	$352,420
HUM	Humana Inc	1,319	$337,835
KMB	Kimberly Clark Corp	3,188	$321,637
GNTX	Gentex Corp	13,706	$318,938
ROL	Rollins Inc	5,309	$318,646
APO	Apollo Global Management, Inc.	2,101	$304,140
FMS	Fresenius Medical Care AG	12,585	$299,774
CABO	Cable One, Inc.	2,648	$298,826
JEF	Jefferies Financial Group Inc.	4,751	$294,419
PINS	Pinterest, Inc.	11,221	$290,511
WHR	Whirlpool Corp /De/	4,016	$289,714
NTES	NetEase, Inc.	2,091	$287,763
IBN	Icici Bank Ltd	9,433	$281,103
EG	Everest Group, Ltd.	827	$280,642
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

813 tracked positions · $1,276,082,939 total · filing declares 906 positions · $1,988,394,289 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 813 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	246,311	+73,130	$70,829,191	+30.7%	5.55%
AAPL	Apple Inc. Technology	Added	224,444	+691	$56,961,642	−6.4%	4.46%
NVDA	Nvidia Corp Technology	Reduced	324,553	-3,567	$56,602,043	−7.5%	4.44%
META	Meta Platforms, Inc. Communication Services	Reduced	84,286	-616	$48,222,549	−14.0%	3.78%
MSFT	Microsoft Corp Technology	Added	113,877	+24	$42,153,849	−23.4%	3.30%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	255,815	-188	$38,410,622	−33.8%	3.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	118,572	+6,720	$24,694,990	−4.3%	1.94%
IAU	Ishares Gold Trust	Reduced	259,921	-37,664	$22,914,635	−5.1%	1.80%
AVGO	Broadcom Inc. Technology	Reduced	73,450	-2,489	$22,733,509	−13.5%	1.78%
XYZ	Block, Inc. Technology	Reduced	357,847	-809	$21,535,232	−7.8%	1.69%
RBLX	Roblox Corp Communication Services	Added	367,745	+98,603	$20,799,657	−4.6%	1.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	32,592	+8,744	$15,618,086	+30.3%	1.22%
GLD	Spdr Gold Trust	Added	35,050	+8,947	$15,081,664	+45.8%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	47,519	+1,010	$13,978,189	−6.7%	1.10%
HODL	VanEck Bitcoin ETF	NEW	728,768	NEW	$13,963,194	NEW	1.09%
XOM	ExxonMobil Holdings Corp Energy	Added	76,232	+2,065	$12,933,521	+44.9%	1.01%
LLY	ELI LILLY & Co Healthcare	Reduced	12,819	-51	$11,790,531	−14.8%	0.92%
WMT	Walmart Inc. Consumer Defensive	Reduced	84,588	-2,829	$10,512,596	+7.9%	0.82%
DOCU	Docusign, Inc. Technology	Added	206,514	+6,626	$9,790,828	−28.4%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	26,314	+417	$9,782,229	−16.0%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,243	+335	$8,213,572	+20.4%	0.64%
V	Visa Inc. Financial Services	Added	26,451	+224	$7,994,550	−13.1%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	29,338	+127	$7,171,380	+18.6%	0.56%
SPY	Spdr S&P 500 ETF Trust	Added	10,992	+1,672	$7,148,537	+12.5%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Added	7,433	+48	$6,288,243	−3.1%	0.49%
NFLX	Netflix Inc Communication Services	Added	64,334	+5,528	$6,185,714	+12.2%	0.48%
MA	Mastercard Inc Financial Services	Reduced	12,168	-1,260	$6,079,862	−20.7%	0.48%
ABBV	AbbVie Inc. Healthcare	Reduced	25,838	-79	$5,619,506	−5.1%	0.44%
CAT	Caterpillar Inc Industrials	Reduced	7,739	-24	$5,482,771	+23.3%	0.43%
MU	Micron Technology Inc Technology	Added	15,233	+1,125	$5,146,316	+27.8%	0.40%
SGOL	abrdn Gold ETF Trust	Held	115,136	0	$5,137,368	+8.6%	0.40%
LRCX	Lam Research Corp Technology	Reduced	22,180	-2,088	$4,738,978	+14.1%	0.37%
AMAT	Applied Materials Inc /De Technology	Reduced	13,809	-91	$4,719,778	+32.1%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Added	96,081	+2,789	$4,683,948	−8.7%	0.37%
EVR	Evercore Inc. Financial Services	Reduced	15,625	-3,883	$4,664,218	−29.7%	0.37%
AMD	Advanced Micro Devices Inc Technology	Added	22,882	+1,147	$4,654,885	+0.0%	0.36%
COP	Conocophillips Energy	Added	35,130	+719	$4,637,160	+44.0%	0.36%
MPC	Marathon Petroleum Corp Energy	Reduced	17,362	-212	$4,239,453	+48.3%	0.33%
PANW	Palo Alto Networks Inc Technology	Reduced	25,743	-1,407	$4,127,117	−17.5%	0.32%
CVX	Chevron Corp Energy	Added	19,929	+4	$4,123,310	+35.8%	0.32%
GE	General Electric Co Industrials	Reduced	14,413	-552	$4,089,977	−11.3%	0.32%
ORCL	Oracle Corp Technology	Added	26,642	+832	$3,919,304	−22.1%	0.31%
RTX	RTX Corp Industrials	Reduced	19,771	-295	$3,813,825	+3.6%	0.30%
LIN	Linde PLC Basic Materials	Added	7,592	+602	$3,763,809	+26.3%	0.29%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,188	-900	$3,679,621	−11.5%	0.29%
MS	Morgan Stanley Financial Services	Reduced	21,956	-1,069	$3,613,298	−11.6%	0.28%
CSCO	Cisco Systems, Inc. Technology	Reduced	45,492	-2,605	$3,529,724	−4.7%	0.28%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,825	+246	$3,364,301	+4.1%	0.26%
VLO	Valero Energy Corp/Tx Energy	Added	13,416	+94	$3,314,825	+52.8%	0.26%
BHP	BHP Group Ltd Basic Materials	Added	44,030	+906	$3,202,742	+23.0%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.